@nextsparkjs/theme-crm 0.1.0-beta.1

package/entities/contacts/migrations/003_contacts_sample_data.sql

@@ -0,0 +1,421 @@
+-- ============================================================================
+-- Sample data for contacts table - CRM Theme
+-- Aligned with schema in 001_contacts_table.sql
+-- Uses users from 999_theme_sample_data.sql
+-- References companies from 003_companies_sample_data.sql
+-- ============================================================================
+
+-- Clean existing contacts data
+DELETE FROM "contacts" WHERE "teamId" = 'team-crm-company';
+
+INSERT INTO "contacts" (
+  id,
+  "firstName",
+  "lastName",
+  email,
+  phone,
+  mobile,
+  "companyId",
+  position,
+  department,
+  "isPrimary",
+  "birthDate",
+  linkedin,
+  twitter,
+  "preferredChannel",
+  timezone,
+  "lastContactedAt",
+  "userId",
+  "teamId",
+  "createdAt",
+  "updatedAt"
+) VALUES
+-- TechnoSoft Solutions Contacts (company-crm-001)
+(
+  'contact-crm-001',
+  'Amanda',
+  'Davis',
+  'amanda.davis@technosoft.com',
+  '+1-555-2001',
+  '+1-555-3001',
+  'company-crm-001',
+  'CEO',
+  'Executive',
+  true,
+  '1985-03-15',
+  'https://linkedin.com/in/amanda-davis-ceo',
+  '@amanda_davis_ceo',
+  'email',
+  'America/Los_Angeles',
+  NOW() - INTERVAL '3 days',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '45 days',
+  NOW() - INTERVAL '3 days'
+),
+(
+  'contact-crm-002',
+  'Mark',
+  'Stevens',
+  'mark.stevens@technosoft.com',
+  '+1-555-2002',
+  '+1-555-3002',
+  'company-crm-001',
+  'CTO',
+  'Technology',
+  false,
+  '1982-07-22',
+  'https://linkedin.com/in/mark-stevens-cto',
+  '@mark_stevens_tech',
+  'slack',
+  'America/Los_Angeles',
+  NOW() - INTERVAL '5 days',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '40 days',
+  NOW() - INTERVAL '5 days'
+),
+(
+  'contact-crm-003',
+  'Rachel',
+  'Kim',
+  'rachel.kim@technosoft.com',
+  '+1-555-2003',
+  '+1-555-3003',
+  'company-crm-001',
+  'VP Sales',
+  'Sales',
+  false,
+  '1988-11-08',
+  'https://linkedin.com/in/rachel-kim-vp',
+  '@rachel_kim_sales',
+  'phone',
+  'America/Los_Angeles',
+  NOW() - INTERVAL '7 days',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '35 days',
+  NOW() - INTERVAL '7 days'
+),
+
+-- Global Manufacturing Corp Contacts (company-crm-002)
+(
+  'contact-crm-004',
+  'John',
+  'Patterson',
+  'john.patterson@globalmanufacturing.com',
+  '+1-555-2004',
+  '+1-555-3004',
+  'company-crm-002',
+  'President',
+  'Executive',
+  true,
+  '1975-05-12',
+  'https://linkedin.com/in/john-patterson-president',
+  '@john_patterson_gm',
+  'email',
+  'America/Detroit',
+  NOW() - INTERVAL '10 days',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '120 days',
+  NOW() - INTERVAL '10 days'
+),
+(
+  'contact-crm-005',
+  'Susan',
+  'Wright',
+  'susan.wright@globalmanufacturing.com',
+  '+1-555-2005',
+  '+1-555-3005',
+  'company-crm-002',
+  'VP Operations',
+  'Operations',
+  false,
+  '1980-09-03',
+  'https://linkedin.com/in/susan-wright-ops',
+  '@susan_wright_ops',
+  'phone',
+  'America/Detroit',
+  NOW() - INTERVAL '12 days',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '115 days',
+  NOW() - INTERVAL '12 days'
+),
+
+-- Healthcare Innovations Ltd Contacts (company-crm-003)
+(
+  'contact-crm-006',
+  'Patricia',
+  'Martinez',
+  'patricia.martinez@healthcareinnovations.com',
+  '+1-555-2006',
+  '+1-555-3006',
+  'company-crm-003',
+  'Chief Medical Officer',
+  'Medical',
+  true,
+  '1978-12-18',
+  'https://linkedin.com/in/dr-patricia-martinez',
+  '@dr_martinez_cmo',
+  'email',
+  'America/New_York',
+  NOW() - INTERVAL '2 days',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '30 days',
+  NOW() - INTERVAL '2 days'
+),
+(
+  'contact-crm-007',
+  'Thomas',
+  'Lee',
+  'thomas.lee@healthcareinnovations.com',
+  '+1-555-2007',
+  '+1-555-3007',
+  'company-crm-003',
+  'IT Director',
+  'Information Technology',
+  false,
+  '1983-04-25',
+  'https://linkedin.com/in/thomas-lee-it',
+  '@thomas_lee_it',
+  'slack',
+  'America/New_York',
+  NOW() - INTERVAL '4 days',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '28 days',
+  NOW() - INTERVAL '4 days'
+),
+
+-- FinanceFirst Bank Contacts (company-crm-004)
+(
+  'contact-crm-008',
+  'Elizabeth',
+  'Taylor',
+  'elizabeth.taylor@financefirst.com',
+  '+1-555-2008',
+  '+1-555-3008',
+  'company-crm-004',
+  'SVP Technology',
+  'Technology',
+  true,
+  '1979-08-14',
+  'https://linkedin.com/in/elizabeth-taylor-svp',
+  '@liz_taylor_tech',
+  'email',
+  'America/New_York',
+  NOW() - INTERVAL '15 days',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '180 days',
+  NOW() - INTERVAL '15 days'
+),
+(
+  'contact-crm-009',
+  'Robert',
+  'Johnson',
+  'robert.johnson@financefirst.com',
+  '+1-555-2009',
+  '+1-555-3009',
+  'company-crm-004',
+  'VP Digital Banking',
+  'Digital Banking',
+  false,
+  '1981-01-30',
+  'https://linkedin.com/in/robert-johnson-digital',
+  '@rob_johnson_digital',
+  'linkedin',
+  'America/New_York',
+  NOW() - INTERVAL '18 days',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '175 days',
+  NOW() - INTERVAL '18 days'
+),
+
+-- EduTech Academy Contacts (company-crm-005)
+(
+  'contact-crm-010',
+  'Maria',
+  'Gonzalez',
+  'maria.gonzalez@edutech-academy.com',
+  '+1-555-2010',
+  '+1-555-3010',
+  'company-crm-005',
+  'Head of Product',
+  'Product',
+  true,
+  '1986-06-07',
+  'https://linkedin.com/in/maria-gonzalez-product',
+  '@maria_gonzalez_edu',
+  'email',
+  'America/Chicago',
+  NOW() - INTERVAL '1 day',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '25 days',
+  NOW() - INTERVAL '1 day'
+),
+(
+  'contact-crm-011',
+  'Kevin',
+  'Brown',
+  'kevin.brown@edutech-academy.com',
+  '+1-555-2011',
+  '+1-555-3011',
+  'company-crm-005',
+  'Engineering Manager',
+  'Engineering',
+  false,
+  '1984-10-19',
+  'https://linkedin.com/in/kevin-brown-eng',
+  '@kevin_brown_dev',
+  'slack',
+  'America/Chicago',
+  NOW() - INTERVAL '3 days',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '22 days',
+  NOW() - INTERVAL '3 days'
+),
+
+-- RetailMax Chain Contacts (company-crm-006)
+(
+  'contact-crm-012',
+  'Jennifer',
+  'Wilson',
+  'jennifer.wilson@retailmax.com',
+  '+1-555-2012',
+  '+1-555-3012',
+  'company-crm-006',
+  'VP Digital Transformation',
+  'Digital',
+  true,
+  '1977-02-28',
+  'https://linkedin.com/in/jennifer-wilson-retail',
+  '@jen_wilson_retail',
+  'email',
+  'America/Chicago',
+  NOW() - INTERVAL '7 days',
+  'usr-crm-sales-mgr',
+  'team-crm-company',
+  NOW() - INTERVAL '90 days',
+  NOW() - INTERVAL '7 days'
+),
+(
+  'contact-crm-013',
+  'Michael',
+  'Davis',
+  'michael.davis@retailmax.com',
+  '+1-555-2013',
+  '+1-555-3013',
+  'company-crm-006',
+  'IT Manager',
+  'Information Technology',
+  false,
+  '1987-12-05',
+  'https://linkedin.com/in/michael-davis-it',
+  '@mike_davis_it',
+  'phone',
+  'America/Chicago',
+  NOW() - INTERVAL '9 days',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '85 days',
+  NOW() - INTERVAL '9 days'
+),
+
+-- StartupTech Inc Contacts (company-crm-007)
+(
+  'contact-crm-014',
+  'Sarah',
+  'Thompson',
+  'sarah.thompson@startuptech.io',
+  '+1-555-2014',
+  '+1-555-3014',
+  'company-crm-007',
+  'Co-Founder & CEO',
+  'Executive',
+  true,
+  '1990-05-17',
+  'https://linkedin.com/in/sarah-thompson-ceo',
+  '@sarah_startup_ceo',
+  'whatsapp',
+  'America/Los_Angeles',
+  NOW() - INTERVAL '1 day',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '15 days',
+  NOW() - INTERVAL '1 day'
+),
+(
+  'contact-crm-015',
+  'Alex',
+  'Rodriguez',
+  'alex.rodriguez@startuptech.io',
+  '+1-555-2015',
+  '+1-555-3015',
+  'company-crm-007',
+  'Co-Founder & CTO',
+  'Technology',
+  false,
+  '1989-09-23',
+  'https://linkedin.com/in/alex-rodriguez-cto',
+  '@alex_startup_cto',
+  'slack',
+  'America/Los_Angeles',
+  NOW() - INTERVAL '2 days',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '14 days',
+  NOW() - INTERVAL '2 days'
+),
+
+-- Local Consulting Group Contacts (company-crm-008)
+(
+  'contact-crm-016',
+  'Diana',
+  'Miller',
+  'diana.miller@localconsulting.com',
+  '+1-555-2016',
+  '+1-555-3016',
+  'company-crm-008',
+  'Managing Partner',
+  'Executive',
+  true,
+  '1976-11-11',
+  'https://linkedin.com/in/diana-miller-partner',
+  '@diana_consulting',
+  'email',
+  'America/Los_Angeles',
+  NOW() - INTERVAL '5 days',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '40 days',
+  NOW() - INTERVAL '5 days'
+),
+(
+  'contact-crm-017',
+  'Paul',
+  'Anderson',
+  'paul.anderson@localconsulting.com',
+  '+1-555-2017',
+  '+1-555-3017',
+  'company-crm-008',
+  'Senior Consultant',
+  'Consulting',
+  false,
+  '1985-03-29',
+  'https://linkedin.com/in/paul-anderson-consultant',
+  '@paul_consultant',
+  'linkedin',
+  'America/Los_Angeles',
+  NOW() - INTERVAL '6 days',
+  'usr-crm-sales-rep',
+  'team-crm-company',
+  NOW() - INTERVAL '38 days',
+  NOW() - INTERVAL '6 days'
+);

package/entities/leads/leads.config.ts

@@ -0,0 +1,61 @@
+/**
+ * Leads Entity Configuration - CRM
+ *
+ * Prospective customers before conversion.
+ * Updated with team support and granular permissions.
+ */
+
+import { UserSearch } from 'lucide-react'
+import type { EntityConfig } from '@nextsparkjs/core/lib/entities/types'
+import { leadsFields } from './leads.fields'
+
+export const leadsEntityConfig: EntityConfig = {
+  // ==========================================
+  // 1. BASIC IDENTIFICATION
+  // ==========================================
+  slug: 'leads',
+  enabled: true,
+  names: {
+    singular: 'lead',
+    plural: 'Leads'
+  },
+  icon: UserSearch,
+  
+  // ==========================================
+  // 2. ACCESS AND SCOPE CONFIGURATION
+  // ==========================================
+  access: {
+    public: false,
+    api: true,
+    metadata: true,
+    shared: true    // Team-shared: all team members can see all leads
+  },
+  
+  // ==========================================
+  // 3. UI/UX FEATURES
+  // ==========================================
+  ui: {
+    dashboard: {
+      showInMenu: true,
+      showInTopbar: true
+    },
+    public: {
+      hasArchivePage: false,
+      hasSinglePage: false
+    },
+    features: {
+      searchable: true,
+      sortable: true,
+      filterable: true,
+      bulkOperations: true,
+      importExport: true
+    }
+  },
+  
+  // ==========================================
+  // FIELDS
+  // ==========================================
+  fields: leadsFields,
+}
+
+export default leadsEntityConfig